Meet the Fryar Financial Team

"My goal is simple: To help families preserve their independence, enjoy the lifestyle they've worked hard to create, and make a meaningful impact on the people and causes that matter most."

Through our proprietary planning process, clients share their goals and dreams, and I help uncover opportunities and blind spots they may not see on their own, bringing together investment strategy, tax planning, income planning, estate considerations and legacy objectives into a cohesive framework.

Marcus' breadth of experience comes from working with individuals, business owners and small business clients as both an accountant, tax and financial advisor since 2002. His prior corporate experience includes serving as a Claim Specialist for State Farm Insurance and a Contract Manager for Nortel Networks.

Marcus is passionate about his community and teaching young people about money. He has served as an Adjunct Professor in the School of Business at North Carolina Central University and has been a guest lecturer at Duke University's Fuqua School of Business.

Marcus holds a Bachelor of Arts degree in Mathematics from the University of North Carolina at Chapel Hill and a Master of Business Administration from Pfeiffer University. His professional designations include Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), Sports & Entertainment Accredited Wealth Management Advisor™ (SE‑AWMA™), and Chartered Retirement Planning Counselor™ (CRPC™).

In addition, Marcus is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Marcus has two daughters, Brooke and Erin, and has been married to his wife, Nicki, for more than 30 years. In his spare time, he enjoys playing golf, experimenting with new recipes, and gardening at home.

Jeffery brings a diverse background to Fryar Financial, with experience as a mortgage broker, nonprofit manager, and Workplace Planner at Fidelity Investments. Prior to entering financial services, he owned and operated a marketing company that helped small businesses and entrepreneurs grow their brands.

A graduate of the University of North Carolina at Charlotte with a Bachelor of Science in Business Administration (Marketing), Jeffery combines expertise and enthusiasm to help clients navigate retirement planning, investment management, and the financial decisions that shape their future.

His unique background in both business development and financial planning allows him to connect with clients across a wide range of professions and life stages while providing thoughtful guidance and perspective.

Outside of work, Jeffery enjoys golf, bowling with family, traveling, exploring new destinations and cuisines, and spending time with friends and loved ones. He believes in balancing hard work with a sense of humor and is passionate about helping clients overcome obstacles and create brighter futures.